Matthew Lopez is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. He previously worked at Securities America Advisors and Questar Asset Management. Lopez is a member of Rotary International, where he participates in community service activities. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Mark Gerber is a CFP® and holds a Series 66 designation with five years of industry experience. He has worked at OSAIC since 2025 and previously spent four years with Edward Jones. Before entering financial services, Gerber held positions including service with the Santa Cruz County Sheriff. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of client types and investment strategies.

Jacob Young is a CFP® with 29 years of experience in financial advising. He is currently with OSAIC, where he has worked since 2024, following 15 years at Securities America Advisors, Inc. and eight years at Brecek & Young Advisors, Inc. He owns Jacob Young Financial, a firm involved in insurance sales and financial advising. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.